CVS Health Corporation $CVS Stake Raised by United Capital Financial Advisors LLC

United Capital Financial Advisors LLC raised its holdings in CVS Health Corporation (NYSE:CVS) by 16.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 48,048 shares of the pharmacy operator’s stock after acquiring an additional 6,908 shares during the quarter. United Capital Financial Advisors LLC’s holdings in CVS Health were worth $4,971,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Kilter Group LLC acquired a new position in CVS Health in the second quarter worth approximately $27,000. Beaird Harris Wealth Management LLC boosted its stake in shares of CVS Health by 201.0% during the 2nd quarter. Beaird Harris Wealth Management LLC now owns 292 shares of the pharmacy operator’s stock worth $30,000 after acquiring an additional 195 shares in the last quarter. J.Safra Asset Management Corp acquired a new position in shares of CVS Health in the 2nd quarter worth $30,000. Dunhill Financial LLC acquired a new position in shares of CVS Health in the 2nd quarter worth $32,000. Finally, Swiss RE Ltd. acquired a new stake in shares of CVS Health during the fourth quarter worth $26,000. 80.66% of the stock is currently owned by institutional investors.

Key CVS Health News

Here are the key news stories impacting CVS Health this week:

• Positive Sentiment: Pharmacy momentum supports the turnaround case. Rising prescription volumes, gains associated with Rite Aid and improving pharmacy profitability could provide support for CVS’s second-half outlook. This adds to the company’s recent earnings momentum, including revenue growth and an earnings beat in its latest reported quarter. How CVS’ Pharmacy and Consumer Wellness Is Positioned for H2 2026
• Positive Sentiment: Updated flu vaccines are now available nationwide. CVS Pharmacy and MinuteClinic are offering the 2026–2027 vaccines, while expanded testing and treatment services may increase seasonal customer traffic. A company survey found that more than 60% of consumers are likely to get a flu shot, though the earnings effect is likely to be seasonal and modest. CVS Pharmacy and MinuteClinic Now Offering Updated Flu Vaccines Nationwide
• Positive Sentiment: Value-focused coverage is reinforcing rebound expectations. Zacks characterizes CVS as a potential long-term value stock, while Trefis notes that the company’s historical drawdowns have often eventually recovered. These are sentiment and valuation arguments rather than new financial guidance, but they may attract investors seeking a healthcare turnaround at a relatively reasonable valuation. Why CVS Health Is a Top Value Stock for the Long-Term
• Neutral Sentiment: ACA insurer exits create both opportunity and uncertainty. Cigna, Molina and other carriers are leaving Obamacare exchanges in 2027. The disruption could create enrollment opportunities for Aetna, CVS’s insurance business, but also highlights regulatory, pricing and membership risks across the sector. All the Insurers Exiting ACA Obamacare Exchanges for 2027
• Negative Sentiment: Political pressure on vertically integrated healthcare companies remains a risk. Mark Cuban’s support for breaking up “big medicine” adds to scrutiny of insurers, pharmacy benefit managers and large healthcare platforms. No specific policy action against CVS was announced, but potential structural or regulatory changes could weigh on sentiment. Mark Cuban Backs Plan to Break Up Big Medicine

CVS Health Trading Up 0.2%

Shares of NYSE CVS opened at $93.15 on Friday. The company has a current ratio of 0.87, a quick ratio of 0.66 and a debt-to-equity ratio of 0.74. CVS Health Corporation has a one year low of $69.51 and a one year high of $110.68. The business has a 50-day moving average price of $101.42 and a two-hundred day moving average price of $89.46. The firm has a market capitalization of $119.14 billion, a PE ratio of 24.64, a PEG ratio of 0.91 and a beta of 0.61.

CVS Health (NYSE:CVS) last issued its earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share for the quarter, beating analysts’ consensus estimates of $1.87 by $0.71. The company had revenue of $106.10 billion for the quarter, compared to the consensus estimate of $100.03 billion. CVS Health had a return on equity of 13.12% and a net margin of 1.18%.The firm’s quarterly revenue was up 7.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.81 EPS. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. As a group, analysts predict that CVS Health Corporation will post 8.02 earnings per share for the current fiscal year.

CVS Health Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd were paid a $0.665 dividend. This represents a $2.66 annualized dividend and a yield of 2.9%. The ex-dividend date was Thursday, July 23rd. CVS Health’s dividend payout ratio is currently 70.37%.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on CVS. Argus lifted their price target on CVS Health from $104.00 to $114.00 and gave the stock a “buy” rating in a research note on Wednesday, August 19th. Wall Street Zen raised shares of CVS Health from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 8th. Wells Fargo & Company raised their target price on shares of CVS Health from $103.00 to $123.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Robert W. Baird set a $107.00 price target on shares of CVS Health in a report on Thursday, August 6th. Finally, DA Davidson upped their price target on shares of CVS Health from $80.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Twenty-two analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $107.17.

About CVS Health

CVS Health Corporation is a diversified healthcare company that operates a large network of retail pharmacies, pharmacy benefit management services and health care solutions. Headquartered in Woonsocket, Rhode Island, the company traces its roots to the early 1960s and has grown into an integrated provider of prescription drugs, over?the?counter products, clinical services and health insurance offerings. Its operating model combines retail pharmacy locations and in?store clinics with broader pharmacy and health plan capabilities.

Key business activities include CVS Pharmacy retail operations, MinuteClinic walk?in medical clinics and HealthHUB locations that offer expanded clinical services.